11/01/2023
Wealth Professional's Top 40 under 40 Rising Stars for 2023
With investment acumen, passion for learning, and focus on holistic planning, these are the individuals pushing the industry to new heights
Alternative Investments
10/31/2023
Lightyear enters exchange traded commodities with gold launch
The new investment offering adds to more than 3,500 stocks, exchange traded funds and money market funds
10/31/2023
New IG Wealth Management Mutual Funds Seek Stable Income and Access to Canadian Dividend Investing
We're thrilled to launch the new iProfile Monthly Income Portfolios
10/31/2023
Performance Wealth Ranked on Forbes Top RIA Firms List 2023
Honor Falls Closely on the Heels of CEO Thomas Salvino Ranking 1st in Illinois on Barron's 2023 Top Independent Advisors List
10/31/2023
US Solar fund unveils revised investment policy
Sets AGM date
10/31/2023
PJT pays $762k, is hiring, and people love to work there
Pay is up by virtue of PJT's healthy revenues.
10/31/2023
Wilshire to Acquire Lyxor Asset Management Inc., a Leading Alternative Investment Provider, from Amundi
Combination expands Wilshire’s alternatives offerings and implementation capabilities to serve hedge fund and asset owner community
10/31/2023
When you leave Goldman Sachs to work 70-80 hour weeks at KKR
Augier's experience is not abnormal.
10/30/2023
abrdn completes acquisition of US specialist healthcare closed-end funds
Telka Capital Management
10/27/2023
Financial Resources Group Investment Services Announces Partnership with Wealth E&P
Firm joins LPL Financial's largest enterprise
10/25/2023
LPL’s employee channel gains $200M Stifel advisor to launch new office
Advisor and client services associate are focused on complex needs of HNW clients.
10/25/2023
Delaware's Insurance Commissioner and DCIA unveil game-changing reforms to bolster State's captive insurance industry
It is expected that this will help companies access more affordable coverage and increase Side A D&O capacity.
10/25/2023
BlackRock to Pay $2.5M for Disclosure Errors in Bond Fund
For years, BlackRock inaccurately described Aviron as a “diversified financial services” company, when it was a movie production outfit.
10/24/2023
Goldman Sachs Asset Management raises $4 billion for infrastructure deals
The fund has already committed $2.3 billion to eight companies across sectors, including Synthica Energy, a developer and operator of organic renewable gas plants.
10/24/2023
Waverly Advisors Acquires Rainsberger Wealth Advisors
Waverly’s first acquisition in the state of Colorado
10/23/2023
Money markets retain strength as mutual funds withdrawals escalate
ETFs continue to be the Canadian investment funds of choice, IFIC stats reveal
10/23/2023
HUB International launches private client watercraft risk advisory services
A Specialized Offering Designed to Provide Consultative Guidance to Help Affluent Clients Secure Insurance Coverage for Luxury Yachts and High-Performance Watercrafts
10/20/2023
Modern Wealth Management Acquires Martin James Investment & Tax Management
Firm successfully completes its fifth acquisition, integrating Martin James’ tax planning and wealth management business into its private wealth management platform
10/20/2023
Templum’s launch of One Ecosystem connects private markets
Templum, the private market and alternative asset operating system, recently unveiled the start of Templum One, an innovative solution for the private market and alternative assets.
10/20/2023
Equity Advisor Solutions, ETC Brokerage Combine to Create New Custodian
Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.